Focus on the most relevant sales details with in-context KPIs that provide an instant roll-up of metrics like average deal size, closed-won value, open deals, and more based on filters you apply. Or create custom KPIs to suit your needs exactly.

See a visual representation of all opportunities organized by sales stage with the actionable sales pipeline. Drag-and-drop opportunity tiles to progress your deals through stages and drill into any opportunity for more detail.

View the total count and value of all open opportunities in your pipeline with the interactive sales funnel. Apply filters to see data by rep, sales stage, date range, and more. Hover or drill-through each stage for more detail.

Get more from the Opportunity List view with the addition of in-context KPIs and advanced filtering.

Dynamic sales pipeline management

Manage your pipeline more effectively and intelligently with new sales pipeline management tools that help you close deals faster and more often.

Key features

Engage prospects and customers with response-driven nurture marketing campaigns—all sent to targeted lists in Act! automatically using criteria and triggers you define.

Attract and nurture prospects with effective lead capture forms and surveys that feed contacts and responses into Act! automatically for timely sales follow-up.

Use real-time response metrics and actionable customer insights to improve your marketing strategy over time and engage with prospects and customers when they’re most interested and likely to buy.

Watch as Act! Marketing Automation turns real-time response metrics into sales actions—alerting you of new prospects, prioritizing follow-ups, and delivering a composite view of customer engagement in a single solution.

Powerful new Marketing Automation

Optimize all the ways you communicate with prospects and customers with the new Act! Marketing Automation1 to maximize engagement and drive business growth.

Available exclusively to active Act! Premium members with an additional subscription!